We live in Moncton and my wife's uncle his a life insurance broker so when I contacted John I made…read moreit clear it was only for a second opinion. But at the end I was so impress by his level of services and integrity that I decided to buy my life insurance with him! John his extremely knowledgeable, he patiently answered ALL of my many questions, accommodated my busy schedule and came to Moncton even if everything could be done electronically (which is really nice). Given his level of ethic and independence, I felt at many occasions that he was really working for me, recommending options that were best for me, not for his profit or the assurance companies... I now highly recommend John to anyone.

From the owner: I will work hard to understand your unique situation and offer you a number of solutions to solve…read moreyour financial and insurance needs. My customers tell me I'm a good listener. Partnering with great companies allows me to find you the best financial and insurance products at the best rates. The most popular insurance policies are term insurance and no-medical insurance. These are easy to buy, quickly, with online applications. Customers also buy traditional whole life and critical illness insurance, health & dental and travel insurance. Protect your children's future with a limited pay life insurance policy that grow in value. I can help you save for your future by setting you up with a personalized investment plan that may include segregated funds, EFTs, GICs, or a high interest savings account. Any of these can be held in an RRSP, Tax-free Savings account or a non-registered account. Plan for your children's educational needs with an RESP, taking advantage of government grants.

David is a great investor. I've recently pulled my investments from RBC and switched to David…read morebecause I have heard nothing but good things about him and would love to be able to retire happy when I'm older. He is very committed to making sure your money is in the right places and keeps in touch with you on a regular basis. He first meeting with David and his team was roughly 3.5 hours long and not a second of that time was wasted. He will tell you what you should and should not invest in. When you leave his office you feel as tho you're a different person. I'm looking forward to doing more investing with David in the future and having him as my private investor.

From the owner: In need of a certified financial planner in Fredericton? David Gorveatte Financial Planning Inc…read moreoffers you a complete range of financial services, including a free 2-hour session for all those looking to get a second opinion.